Position in UBER
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$103,621
+$7,163 QoQ
Shares Held
1,436
+7.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,096
of 2,392 holders
Holding Since
Mar 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UBER Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026TFC Financial Management, Inc. holds $2,962,598 across 34 Software - Application names. UBER ranks #6 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DDOG |
Datadog, Inc.
|
3,509 | $913,603 | |
| 2 | SHOP |
Shopify Inc.
|
7,536 | $860,460 | |
| 3 | ADP |
Automatic Data Processing Inc
|
2,528 | $566,145 | |
| 4 | PAYX |
Paychex Inc
|
1,631 | $160,376 | |
| 5 | CRM |
Salesforce, Inc.
|
838 | $131,281 | |
| 6 | UBER |
Uber Technologies, Inc
This page
|
1,436 | $103,621 | |
| 7 | TYL |
Tyler Technologies Inc
|
200 | $58,492 | |
| 8 | NOW |
ServiceNow, Inc.
|
442 | $43,881 |
All Filings in UBER
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $103,621 | 1,436 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $96,458 | 1,341 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $58,831 | 720 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $71,126 | 726 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $67,176 | 720 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $13,916 | 191 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $9,711 | 161 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $12,100 | 161 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,671 | 23 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $3,156 | 41 | Shares | Sole | 2024-04-30 | |
| 2023-03-31 | $15,850 | 500 | Shares | Sole | 2023-05-08 | |
| No filing history on record for this holder in this stock. | ||||||